MyPlanIQ 401k Investor THE Learning Quest KANSAA`S 529 COLLEGE SAVING PLAN

THE Learning Quest KANSAA`S 529 COLLEGE SAVING PLAN

This Plan is unrated.
Investment Options
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 ARWFX American Century Investments LIVESTRONG 2025 Portfolio
Conservative Allocation AONIX American Century InvestmentsVery Conservative Portfolio
Conservative Allocation AOCIX American Century Investments Conservative Portfolio
FIXED INCOME
Intermediate-Term Bond VBMFX American Century Investments Total Bond Market Index Portfolio
SHORT GOVERNMENT TWAVX American Century Investments Short-Term Portfolio
US EQUITY
LARGE BLEND VFINX American Century Investments 500 Index Portfolio
LARGE GROWTH AOGIX American Century Investments Aggressive Portfolio
LARGE GROWTH AOVIX American Century Investments Very Aggressive Portfolio
Total Available Funds: 14
Asset Class Ticker Description Rating
Others
Target Date 2021-2025 ARWFX American Century Investments LIVESTRONG 2025 Portfolio
Conservative Allocation AONIX American Century InvestmentsVery Conservative Portfolio
Conservative Allocation AOCIX American Century Investments Conservative Portfolio
Moderate Allocation AOMIX American Century Investments Moderate Portfolio
Moderate Allocation ABINX American Century Investments Balanced Index Portfolio
ROOT CASH American Century InvestmentsMoney Market Portfolio
Target Date 2011-2015 ARNIX American Century Investments LIVESTRONG 2015 Portfolio
FIXED INCOME
Intermediate-Term Bond VBMFX American Century Investments Total Bond Market Index Portfolio
SHORT GOVERNMENT TWAVX American Century Investments Short-Term Portfolio
US EQUITY
LARGE BLEND VFINX American Century Investments 500 Index Portfolio
LARGE GROWTH AOGIX American Century Investments Aggressive Portfolio
LARGE GROWTH AOVIX American Century Investments Very Aggressive Portfolio
LARGE GROWTH AOVIX American Century Investments100% Equity Portfolio
LARGE BLEND AMEIX American Century Investments Total Growth Index Portfolio
Total Available Funds: 14
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Others
Target Date 2021-2025 ARWFX American Century Investments LIVESTRONG 2025 Portfolio 100% 1 60 0 0.42% 4.33%
Conservative Allocation AONIX American Century InvestmentsVery Conservative Portfolio 96% 1 60 0 0.71% 2.79%
Conservative Allocation AOCIX American Century Investments Conservative Portfolio 90% 1 60 0 0.8% 2.46%
Moderate Allocation AOMIX American Century Investments Moderate Portfolio 88% 1 60 0 0.87% 2.23%
Moderate Allocation ABINX American Century Investments Balanced Index Portfolio 81% 1 60 0 0.71% 1.84%
ROOT CASH American Century InvestmentsMoney Market Portfolio 0% 1 60 0 NA 4.14%
Target Date 2011-2015 ARNIX American Century Investments LIVESTRONG 2015 Portfolio 0% 1 60 0 0.58% 3.53%
FIXED INCOME
Intermediate-Term Bond VBMFX American Century Investments Total Bond Market Index Portfolio 100% 1 60 0 0.15% 3.15%
SHORT GOVERNMENT TWAVX American Century Investments Short-Term Portfolio 41% 1 60 0 0.44% 3.49%
US EQUITY
LARGE BLEND VFINX American Century Investments 500 Index Portfolio 98% 1 60 0 0.14% 1.27%
LARGE GROWTH AOGIX American Century Investments Aggressive Portfolio 94% 1 60 0 0.93% 2.05%
LARGE GROWTH AOVIX American Century Investments Very Aggressive Portfolio 87% 1 60 0 1.03% 1.52%
LARGE GROWTH AOVIX American Century Investments100% Equity Portfolio 87% 1 60 0 1.03% 1.52%
LARGE BLEND AMEIX American Century Investments Total Growth Index Portfolio 78% 1 60 0 0.91% 1.28%
Average Expense Ratio: 0.64%
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Model Portfolios
Strategic Asset Allocation - Equal Weight: Click here to see this strategy description
Equal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 3.5% 13.6% 6.2% 8.9% 8.0% 8.5%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 2.9% 12.0% 4.3% 8.0% 7.1% 9.1%

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 14 funds. It covers 2 major asset classes and 8 minor asset classes. The major asset classes it covers are US Equity and Fixed Income.

Learning Quest is a traditional 529 plan that allows you to invest money today and reap tax benefits when you withdraw it to pay for qualified education expenses.MyPlanIQ.com provides asset allocation strategies for the third-way investors to constructs customized 529 portfolios, which is better tailored to their risk profile. The model portfolios are constructed basing on the plan custom portfolios below.

 Risk                           Learning Quest Portfolio Name                           Portfolio Type     

More Aggressive           100% Equity Portfolio                              Single-Focus Portfolios    
                                       Very Aggressive Portfolio                         Diversified Portfolios    
                                       Total Growth Index Portfolio                    Index Portfolios    
                                       Aggressive Portfolio                                  Diversified Portfolios    
                                       500 Index Portfolio                                   Index Portfolios    
                                       Moderate Portfolio                                     Diversified Portfolios    
Moderate                       LIVESTRONG 2015 Portfolio                     Tobacco-Free Portfolios    
                                      LIVESTRONG 2025 Portfolio                     Tobacco-Free Portfolios    
                                      Balanced Index Portfolio                            Index Portfolios    
                                     Total Bond Market Index                             PortfolioIndex Portfolios    
                                     Conservative Portfolio                                 Diversified Portfolios    
                                     Very Conservative Portfolio                        Diversified Portfolios    
                                     Short-Term Portfolio                                    Diversified Portfolios    
More Conservative      Money Market Portfolio                               Single-Focus Portfolios 

For further information, please visit the

Learning Quest 529 official web site






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